ROI FINANCIAL ADVISORS, LLC
Doing business as ROI FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$264,156,070
Discretionary
$256,652,118
Non-discretionary
$7,503,952
Firm details
- CRD number
- 160100
- SEC file number
- 801-121903
- Main office
- BEAVERTON, OR, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.